Inside Trust Services
Estate Planning & Administration | Custodial/Guardianship Services | Agency Services | Asset & Investment Management Services | Retirement Services
Asset & Investment Management Services
TeamBank assumes responsibility for buying, selling, record
keeping, and all asset management functions (dividend and interest
collection, etc.) for the client's portfolio. The investment and
management of the client's finances is done according to a plan
developed jointly by the client and trust department personnel.